Pamela Friedman is a CFP-designated registered investment advisor at Robertson Stephens, based in Austin, TX, with 15 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
1308 Navasota Street, Austin, TX, 78702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela is the founder and sole proprietor of Divorce Planning of Austin, LLC, and owns a website licensed for marketing purposes. She is also an author and instructor, selling books and online courses, and teaches a financial planning course at McCombs School of Business. Pamela spends minimal time on Divorce Planning, a few hours per week on her author/instructor activities, and about 10-20% of her time teaching the course.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Silicon Hills Wealth Management
Capital Analysts, INC
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Austin Asset Management CO
State Registrations1 state
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